Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HANOVER CAPITAL MORTGAGE HOLDINGS INC | 31,273 | reported | 09 Jan 2014 | tx 5+101,903−11,273 |
| Finance of America Companies Inc. | 5,094 | reported | 18 May 2026 | tx 51+90,521,533−9,049,146 |
| CLAYTON HOLDINGS INC | 0 | reported | 02 Jul 2008 | tx 6+135,821−653,327 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | EXERCISE | Finance of America Companies Inc. | 4,570 | — | |
| 15 May 2026 | EXERCISE | Finance of America Companies Inc. | 4,570 | 0.00 USD | deriv |
| 18 May 2026 | GRANT_AWARD | Finance of America Companies Inc. | 5,094 | 0.00 USD | deriv |
| 19 May 2025 | GRANT_AWARD | Finance of America Companies Inc. | 4,570 | 0.00 USD | deriv |
| 13 May 2025 | EXERCISE | Finance of America Companies Inc. | 10,000 | — | |
| 13 May 2025 | EXERCISE | Finance of America Companies Inc. | 10,000 | 0.00 USD | deriv |
| 13 May 2024 | EXERCISE | Finance of America Companies Inc. | 56,497 | — | |
| 13 May 2024 | EXERCISE | Finance of America Companies Inc. | 56,497 | 0.00 USD | deriv |
| 13 May 2024 | GRANT_AWARD | Finance of America Companies Inc. | 100,000 | 0.00 USD | deriv |
| 08 Jun 2023 | EXERCISE | Finance of America Companies Inc. | 47,619 | — | |
| 08 Jun 2023 | GRANT_AWARD | Finance of America Companies Inc. | 56,497 | 0.00 USD | deriv |
| 08 Jun 2023 | EXERCISE | Finance of America Companies Inc. | 47,619 | 0.00 USD | deriv |
| 31 Dec 2022 | OTHER | Finance of America Companies Inc. | 1,823,680 | 1.37 USD | deriv |
| 31 Dec 2022 | OTHER | Finance of America Companies Inc. | 1,823,680 | 1.37 USD | deriv |
| 08 Jun 2022 | EXERCISE | Finance of America Companies Inc. | 18,691 | — | |
| 08 Jun 2022 | EXERCISE | Finance of America Companies Inc. | 18,691 | 0.00 USD | deriv |
| 09 Jun 2022 | GRANT_AWARD | Finance of America Companies Inc. | 47,619 | 0.00 USD | deriv |
| 01 Apr 2022 | OTHER | Finance of America Companies Inc. | 56,008 | 0.00 USD | |
| 01 Apr 2022 | OTHER | Finance of America Companies Inc. | 2,106,443 | 0.00 USD | |
| 01 Apr 2022 | EXERCISE | Finance of America Companies Inc. | 56,008 | — | |
| 01 Apr 2022 | EXERCISE | Finance of America Companies Inc. | 2,106,443 | — | |
| 01 Apr 2022 | EXERCISE | Finance of America Companies Inc. | 56,008 | 0.00 USD | deriv |
| 01 Apr 2022 | EXERCISE | Finance of America Companies Inc. | 2,106,443 | 0.00 USD | deriv |
| 04 Mar 2022 | EXERCISE | Finance of America Companies Inc. | 261 | — | |
| 04 Mar 2022 | OTHER | Finance of America Companies Inc. | 9,820 | 0.00 USD |